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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,632 | $87,166-55.7% | $76,735-49.7% | $137,256-71.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 13.47% | 26.50%-13.0pp | 29.77%-16.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $837 | $2,904-71.2% | $2,454-65.9% | $4,156-79.9% |
| Participant deferral / active EE | $2,428 | $4,726-48.6% | $4,088-40.6% | $6,407-62.1% |
| Admin fee / account holder | $731 | $8,403-91.3% | $7,189-89.8% | $12,270-94.0% |